Investments – Mutual Funds
Our team of financial advisors offers a portfolio of Mutual Funds through Sterling Mutuals Inc, as well as other funds via the companies listed below.
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“David took the time to review my investment portfolio, explain the current state of the market, and gave me the advice I needed to invest in something that suited me.”
— Maria P., Investment Client
Financial Planning
We work with clients and their families at all stages of life to create custom financial plans. Our complete service offering allows us to help you create, grow and protect your wealth with a variety of investment vehicles.
Other Types of Investment Accounts
Whether you want to begin by starting a regular RRSP contribution, or if you are in retirement and looking to create a life-long income, we have you covered.
→ RRSPs – Start saving for your future and access tax benefits
→ TFSAs – Grow your money tax free
→ RRIFs – Create life-long income
→ LIRAs – Manage your pension savings
→ Investment Accounts – Grow your wealth
→ Non-Registered – Non-registered investment options
→ Group RRSPs – Manage your employer sponsored retirement savings
Contact us to book your financial review appointment today.
Retirement Planning – Start Planning for Your Financial Security Today.
Whether you want to begin by starting a regular RRSP contribution, or if you are in retirement and looking to create a life-long income, we have you covered.
Investment Dealers
Sterling Mutuals Inc.
Our primary Mutual Funds provider is Sterling Mutuals inc.
Sterling Mutuals Inc. was founded in 1996 and has grown to be one of Canada’s premier independent dealers with over 300 advisors and support staff. Sterling offers a wide assortment of non-proprietary financial products and solutions which permits its network of independent financial advisors to provide best-in-class products, services and advice to their clients. Using innovative technologies combined with the professional support from its team, Sterling advisors excel and focus on what they do best: providing unbiased and exceptional financial advice to clients. By striving to maintain the highest business standards and conduct through the promotion of best practices, Sterling Mutuals Inc. is committed to service excellence and customer satisfaction.
If you are an existing Sterling Mutuals inc. client, you may login here.